Personal Tax and Trust Senior

7 days ago

Exeter, United Kingdom Michael Page (UK) Full time

Personal Tax & Trust Senior to join an expanding firm in Exeter Personal tax, Trusts tax & accounts compliance, tax planning and progression About Our Client A highly regarded and expanding professional services firm, based in Exeter. The firm has a successful and growing private client and trust department undergoing significant growth, acting for wide ranging HNWIs and trusts. Trust clients are varied relating to investments, property portfolios and other wide range of trust client and the firm has a growing private client offering servicing a range of individuals, directors and other clients. The business is planning for the future growth of the department with a key addition. The firm provides excellent benefits and competitive salaries, flexitime and flexible working. Job Description You will be responsible for preparing Personal, Trust and Estate Tax Returns and Trust year end accounts, delivering a quality compliance service, taking on a portfolio of Tax and Trust administration cases, preparing and submitting annual self‑assessment tax returns and computations, preparing documents and performance figures for annual Trustees meetings. There will be potential for involvement in advisory projects, assisting on the delivery of planning solutions and developing your technical tax skills. Additionally, you will be responsible for preparing all additional forms relating to investments and draft letters in response to all queries relating to your client of portfolios. You will maintain direct contact with clients, HMRC, and investment brokers in the delivery of an excellent client service. The firm and role provides a superb opportunity to further your career in tax and trusts. The Successful Applicant For this Personal Tax and Trust Senior role you may be any of ATT / CTA or TEP qualified, qualified by experience, or studying for these qualifications and will have a background in an accountancy firm, or specialist tax firm in a tax role, with several years experience focused in the sector with a strength in personal tax and any Trust Administration would be beneficial, or you will have a good level of experience in personal tax, looking to further your experience on this side and develop the skills on Trust accounts and administration, demonstrating an interest on this specialism. What's on Offer £35,000 - £45,000 +, dependent on the background and experience of the right professional, plus benefits, negotiable. #J-18808-Ljbffr

  • Personal Tax Senior, Trust tax and accounts Senior, Trust Senior

    1 day ago

    Exeter, United Kingdom Page Personnel Full time

    Personal Tax & Trust Senior to join an expanding firm in ExeterPersonal tax, Trusts tax & accounts compliance, tax planning and progressionAbout Our ClientA highly regarded and expanding professional services firm, based in Exeter. The firms has a successful and growing private client and trust department undergoing significant growth, acting for wide...

  • Personal Tax Senior, Tax Senior

    1 day ago

    Exeter, United Kingdom Page Personnel Full time

    Personal Tax Senior to join a successful Exeter accountancy practiceTax compliance & tax planning for a wide ranging and interesting client base.About Our ClientBased in Exeter this highly regarded and successful accountancy firm is looking to bolster its tax department. The firm has a long serving, highly experienced team and tax department acting for wide...

  • Senior Personal Tax

    7 days ago

    Exeter, United Kingdom Michael Page (UK) Full time

    A reputable professional services firm is seeking a Personal Tax & Trust Senior in Exeter. The role involves managing personal, trust, and estate tax returns, delivering compliance services, and maintaining client relationships. Candidates should have relevant qualifications (ATT / CTA or TEP) and a background in tax, with several years of experience. The...

  • Personal Tax Senior

    7 days ago

    Exeter, United Kingdom Michael Page (UK) Full time

    Personal Tax Senior to join a successful Exeter accountancy practice Tax compliance & tax planning for a wide ranging and interesting client base. About Our Client Based in Exeter this highly regarded and successful accountancy firm is looking to bolster its tax department. The firm has a long serving, highly experienced team and tax department acting for...

  • Personal Tax Senior Manager

    7 days ago

    Exeter, United Kingdom Page Personnel Full time

    Personal Tax Senior Manager to join a leading Exeter firm of accountantsAdvisory focus with career progression along with client & team management.About Our ClientA market leading firm of chartered accountants with an excellent reputation undergoing continued positive growth. The firm acts for a very wide ranging client base and boasts a highly experienced...

  • Personal Tax Semi Senior

    7 days ago

    Exeter, United Kingdom Page Personnel Full time

    Personal Tax Semi Senior to join an accountancy firm in ExeterStudy support, increasing advisory and progression on offer.About Our ClientBased in Exeter this accountancy practice acts for very wide ranging clients with a growing successful tax team. Full study support, career progression prospects and development are on offer. The firm offers a team...

  • Personal Tax Semi Senior

    1 week ago

    Exeter, United Kingdom Michael Page (UK) Full time

    Personal Tax Semi Senior to join an accountancy firm in Exeter Study support, increasing advisory and progression on offer. About Our Client Based in Exeter this accountancy practice acts for very wide ranging clients with a growing successful tax team. Full study support, career progression prospects and development are on offer. The firm offers a team...

  • Personal Tax Manager

    3 days ago

    Exeter, United Kingdom Cathedral Appointments Ltd Full time

    **Summary**: Our client is on the lookout for a Personal Tax Manager to join its Exeter office on a full-time, permanent basis. Your role will be centered around managing a portfolio of personal tax clients, providing specified tax consultancy advice and overseeing thedepartment’s tax compliance requirements. You should be CTA qualified (or equivalent) and...

  • Personal Tax Senior

    2 weeks ago

    Exeter, United Kingdom Taylor Hawkes Ltd Full time

    Taylor Hawkes are actively looking for a very talented individual to join a Top 20 accountancy firm, who are looking for a Private Client Tax Senior to be based from their Exeter office. This is a key role within a growing and dynamic firm, the Tax Seniorwill primarily be exposed to private clients dealing with compliance and helping with advisory tasks. The...

  • Tax & Trust Assistant - Exeter

    3 days ago

    Exeter, United Kingdom qed legal Full time

    Tax & Trust Assistant Regional Law firm with a strong reputation within South West England is seeking to recruit an Assistant to join their Private Client Team. The role will involve providing support to their private client and trust department that acts for a wide ranging client base that includes HNW individuals and trusts. Within the role you will deal...